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Principal Securities’s MillerKnoll MLKN Stock Holding History

Principal Securities’s Portfolio MLKN Stock Details MLKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10
Closed -$177 – 2669
2025
Q3 		$177 Hold
10
– – ﹤0.01% 3658
2025
Q2 		$194 Hold
10
– – ﹤0.01% 3607
2025
Q1 		$226 Hold
10
– – ﹤0.01% 3447
2024
Q4 		$226 Sell
10
-6
-38% -$145 ﹤0.01% 3442
2024
Q3 		$396 Sell
16
-4
-20% -$111 ﹤0.01% 3308
2024
Q2 		$530 Buy
20
+6
+43% +$158 ﹤0.01% 3192
2024
Q1 		$347 Sell
14
-1
-7% -$28 ﹤0.01% 3187
2023
Q4 		$400 Buy
+15
New +$383 ﹤0.01% 3092

Other funds holding MLKN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return